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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,220 | $133,983-97.6% | $112,244-97.1% | $134,493-97.6% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | 0.00% | 47.13%-47.1pp | 27.46%-27.5pp | 418.01%-418.0pp |
| Employer contribution / active EE | $747 | $4,039-81.5% | $3,635-79.4% | $4,740-84.2% |
| Participant deferral / active EE | $1,728 | $5,291-67.3% | $4,728-63.5% | $6,400-73.0% |
| Admin fee / account holder | $15 | $7,490-99.8% | $6,411-99.8% | $11,425-99.9% |